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Spire Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Spire Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,200
Closed -$26.6K – 2393
2025
Q3 		$26.6K Buy
+1,200
New +$26.4K ﹤0.01% 1436

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Spire Wealth Management's IBDV Position: Q4 2025 in Review

Spire Wealth Management sold out of iShares iBonds Dec 2030 Term Corporate ETF (IBDV) in Q4 2025, closing a stake of 1,200 shares — an estimated $26.6K sold.

Spire Wealth Management first reported a position in IBDV in Q3 2025 and held it in 1 quarter. The position peaked at $26.6K in Q3 2025. 315 funds tracked by Wall St. Rank hold IBDV as of Q4 2025.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2030 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,200 iShares iBonds Dec 2030 Term Corporate ETF shares in Q4 2025, an estimated $26.6K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2025 and held it in 1 quarter.
  • Spire Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $26.6K in Q3 2025.
  • 315 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.